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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,078 | $202,342-98.5% | $172,752-98.2% | $152,897-98.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $984 | $5,858-83.2% | $5,144-80.9% | $4,764-79.3% |
| Participant deferral / active EE | $2,286 | $5,948-61.6% | $5,198-56.0% | $5,851-60.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |